Paraplanner

Paraplanner

Up to £45,000

Wigan / Hybrid

NJR Recruitment are working with a firm of Financial Planning Advisers who are looking for a Paraplanner to join their team. The Paraplanner will undertake paraplanning duties as part of the regional team. This is an exciting opportunity for a candidate to join a fantastic firm.

Responsibilities:

" Financial Analysis- Conduct in-dept analysis of client’s financial client's financial situations, including their income, expenses, assets, liabilities and financial goals. This analysis may involve using financial planning software and tools to create detailed financial plans.

" Report Preparation- Prepare comprehensive financial planning reports, including investments analysis, retirement planning, risk management, tax planning and estate planning. These reports should be tailored to meet the specific needs and objectives of each client

" Client communication - Communicate with clients gather necessary financial information, clarify their financial goals and objectives, and explain the details of their financial plans

" Regulatory Compliance-Stay informed about relevant regulations and compliance requirements in the financial services industry, ensuring all financial plans and recommendations adhere to regulatory standards and guidelines

" Research and Due Diligence: Conduct research on various financial reports , investment options and strategies to support the development of sound financial plans. This may involve evaluating investment opportunities, analysing market trends and assessing the performance of different asset classes.

" Recommendation Support-Assist financial planners in developing suitable investment recommendations and strategies based on clients risk tolerance, time horizon and financial objectives. This may include asset allocation modelling, investment selection and portfolio construction.

" Report Preparation-Undertake complex report writing

" Client Communication-Often serve as a point of contact for clients and may participate in client meetings alongside financial planners.

" Research and Due Diligence-Conduct analysis and research on more complex financial products,, investment options and strategies to support the development of sound plans

" Training and Mentorship-Provide guidance and support to paraplanners or other team member, sharing knowledge and best practice related to financial planning processes, software tools and industry trends

Skills and Experience:

" Ability to work with accuracy and attention to detail

" Fully qualified Paraplanner

" Knowledge of iO, Excel and other research, analysis and data management tools

" Ability to work under pressure

" A team player

" Good communication both verbal and written

" Ability to coach, manage and mentor a team and ensure accurate work with tight deadlines

" Broad knowledge of the financial services sector

" Be able to roll out new processes to the team

If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15667